Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Buy
+5,609
New +$1.76M 0.01% 730
2024
Q2
Sell
-3,729
Closed -$718K 2111
2024
Q1
$718K Buy
3,729
+567
+18% +$109K ﹤0.01% 1040
2023
Q4
$700K Buy
+3,162
New +$700K ﹤0.01% 1060
2022
Q2
Sell
-6,638
Closed -$1.6M 2327
2022
Q1
$1.6M Buy
6,638
+1,838
+38% +$443K 0.01% 806
2021
Q4
$1.54M Buy
4,800
+238
+5% +$76.5K 0.01% 866
2021
Q3
$1.2M Buy
4,562
+31
+0.7% +$8.13K ﹤0.01% 987
2021
Q2
$978K Sell
4,531
-2,284
-34% -$493K ﹤0.01% 1181
2021
Q1
$1.17M Buy
6,815
+1,004
+17% +$172K ﹤0.01% 1055
2020
Q4
$1.16M Sell
5,811
-321
-5% -$64.1K ﹤0.01% 965
2020
Q3
$862K Buy
+6,132
New +$862K ﹤0.01% 1005
2019
Q4
Sell
-4,206
Closed -$198K 2154
2019
Q3
$198K Buy
4,206
+1,802
+75% +$84.8K ﹤0.01% 1644
2019
Q2
$184K Sell
2,404
-22,396
-90% -$1.71M ﹤0.01% 1719
2019
Q1
$1.76M Buy
24,800
+21,400
+629% +$1.52M 0.01% 670
2018
Q4
$133K Buy
+3,400
New +$133K ﹤0.01% 1712
2018
Q3
Hold
0
2188